Privacy Policy and Cookie Notice
Annuity Nest Egg collects information needed to create and manage your account, review requests, communicate with you, and keep the client portal secure.
Information We Collect
We may collect contact details, account registration details, retirement-review information you submit, communication preferences, technical data such as IP address and browser information, and records of consent acknowledgements.
How We Use Information
We use this information to operate the site, protect accounts, route requests to an admin or licensed agent, maintain audit records, improve the user experience, and respond to your requests.
Cookies
Essential cookies are used for authentication, security, preference storage, and basic site operation. Optional analytics or marketing cookies may be controlled through the site cookie settings where available.
Sharing
We do not sell client account information. Information may be shared with authorized admins, assigned agents, service providers, or as required to operate the platform and comply with applicable obligations.
Important Notice
This page is a plain-English summary for site users and should be reviewed by qualified legal counsel before being treated as a final legal policy.